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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,362 | $54,162+65.0% | $68,612+30.2% | $64,173+39.3% |
| Participation rate | 90.3% | 68.1%+22.3pp | 72.2%+18.1pp | 69.6%+20.8pp |
| Annual return | -5.21% | -1.62%-3.6pp | -4.63%-0.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,932 | $1,846+4.6% | $2,625-26.4% | $2,381-18.9% |
| Participant deferral / active EE | $4,218 | $2,626+60.6% | $3,311+27.4% | $3,470+21.6% |
| Admin fee / account holder | $2,965 | $4,029-26.4% | $5,131-42.2% | $4,887-39.3% |